Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 138.1%, underperforming the market by 22.3% using its optimal quarterly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 5.8% S&P 500: 6.4%
Year To Date: 15.7% S&P 500: 15.2%
Beta: 1.14 Accuracy: 58.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
DFS 12/14/2018 25.28%
PWR 5/31/2019 8.69%
C 5/31/2019 8.58%

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